Settings - Practice Management
There is a setting in Practice Manager that by default automatically includes disbursements when calculating agreed fees on invoices. If your firm has an agreed fee for clients but you do NOT include disbursements in this amount, you can turn this setting off. Therefore, when you create an invoice the agreed fee does not take disbursements into account.
Make sure that this is the way your firm wants to process disbursements related to agreed fees. Changing this setting after adding disbursements to jobs will not exclude existing disbursements when calculating agreed fees on those invoices. It will only affect disbursements added from that point forward.
For more information read these related pages: Manage agreed fees in invoices and Specify agreed fees.
- Click Settings > Practice Management.
- Click General Settings.
- Click the Billing tab.
- Clear the Include disbursements in agreed fees check box (it is selected by default).
- Click Save.
